Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.87%
3 year
12.40%
5 year
10.94%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
18.48%
Sharpe
1.07
Sortino
2.27
Max drawdown
-34.29%
Best month
18.50%
Worst month
-23.09%
Beta vs VTSAX
1.10
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.